Morningstar Ownership 2024 | Who Owns Morningstar Now?
Institutional Ownership
60.28%
Insider Ownership
39.78%
Retail Ownership
-0.06%
Institutional Holders
381.00
Morningstar Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.41% | 0.02% | 2,738,173 | 157,460 | 6.10% | 810,088,482 | Jun 30, 2024 |
| BLACKROCK INC. | 5.94% | 0.02% | 2,536,665 | 89,443 | 3.65% | 750,472,377 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 5.70% | 2.83% | 2,434,338 | -160,556 | -6.19% | 720,198,897 | Jun 30, 2024 |
| MORGAN STANLEY | 4.73% | 0.05% | 2,020,233 | 83,254 | 4.30% | 597,686,724 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 3.58% | 0.04% | 1,526,590 | -172,561 | -10.16% | 451,641,606 | Jun 30, 2024 |
| BAMCO INC /NY/ | 3.06% | 1.11% | 1,306,937 | -1,734 | -0.13% | 386,657,311 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.64% | 0.82% | 1,129,104 | -97,716 | -7.96% | 334,045,706 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.57% | 0.10% | 1,099,502 | 4,822 | 0.44% | 325,287,667 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.21% | 0.05% | 945,354 | 155,313 | 19.66% | 279,682,981 | Jun 30, 2024 |
| STATE STREET CORP | 1.82% | 0.01% | 775,595 | 4,151 | 0.54% | 229,459,781,000 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.60% | 0.02% | 684,740 | -3 | -0.00% | 202,581,000 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.43% | 0.97% | 610,925 | 48,826 | 8.69% | 180,742,161 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.14% | 0.01% | 486,974 | 27,589 | 6.01% | 144,730,571 | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.94% | 1.69% | 402,775 | -8,386 | -2.04% | 119,160,984 | Jun 30, 2024 |
| FMR LLC | 0.85% | 0.01% | 361,257 | -86,232 | -19.27% | 106,877,751 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.77% | 0.02% | 327,902 | -31,249 | -8.70% | 97,009,746 | Jun 30, 2024 |
| NORGES BANK | 0.76% | 0.01% | 324,445 | 324,445 | 100.00% | 95,987,053 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.75% | 0.04% | 320,186 | 194,122 | 153.99% | 94,727,028 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.66% | 0.14% | 282,534 | -8,956 | -3.07% | 83,587,659 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.64% | 0.02% | 272,075 | 4,722 | 1.77% | 80,492,377 | Jun 30, 2024 |
Morningstar's largest institutional shareholder is VANGUARD GROUP INC, holding 6.41% of the company's total share outstanding, currently valued at $810.09M. The top 10 institutional shareholders own together 38.67% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 0.23% | 5.56% | 98,766 | -41,426 | -29.55% | 29,219,921 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 5.70% | 2.83% | 2,434,338 | -160,556 | -6.19% | 720,198,897 | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.94% | 1.69% | 402,775 | -8,386 | -2.04% | 119,160,984 | Jun 30, 2024 |
| AMERICAN CAPITAL MANAGEMENT INC | 0.34% | 1.43% | 144,823 | 1,567 | 1.09% | 42,845,885 | Jun 30, 2024 |
| BARLOW WEALTH PARTNERS, INC. | 0.08% | 1.41% | 33,503 | 585 | 1.78% | 10,218,430 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.19% | 1.38% | 79,646 | -5,789 | -6.78% | 23,563,269 | Jun 30, 2024 |
| KENSINGTON INVESTMENT COUNSEL, LLC | 0.02% | 1.36% | 10,371 | 49 | 0.47% | 3,068,260 | Jun 30, 2024 |
| CEERA INVESTMENTS, LLC | 0.02% | 1.23% | 9,796 | -50 | -0.51% | 2,898,147 | Jun 30, 2024 |
| BAMCO INC /NY/ | 3.06% | 1.11% | 1,306,937 | -1,734 | -0.13% | 386,657,311 | Jun 30, 2024 |
| COVEY CAPITAL ADVISORS, LLC | 0.01% | 1.04% | 3,057 | -70 | -2.24% | 904,413 | Jun 30, 2024 |
| MARTIN CAPITAL ADVISORS, LLP | 0.01% | 0.97% | 4,382 | 26 | 0.60% | 1,296,415 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.43% | 0.97% | 610,925 | 48,826 | 8.69% | 180,742,161 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.64% | 0.82% | 1,129,104 | -97,716 | -7.96% | 334,045,706 | Jun 30, 2024 |
| MARKS GROUP WEALTH MANAGEMENT, INC | 0.06% | 0.77% | 24,667 | 318 | 1.31% | 7,297,732 | Jun 30, 2024 |
| PRECISION WEALTH STRATEGIES, LLC | 0.01% | 0.74% | 2,436 | 313 | 14.74% | 720,697 | Jun 30, 2024 |
| REDMOND ASSET MANAGEMENT, LLC | 0.02% | 0.74% | 7,640 | -695 | -8.34% | 2,260,294 | Jun 30, 2024 |
| SOUTHEAST ASSET ADVISORS INC. | 0.05% | 0.72% | 20,384 | -164 | -0.80% | 6,030,606 | Jun 30, 2024 |
| CARDINAL CAPITAL MANAGEMENT | 0.03% | 0.59% | 11,839 | 99 | 0.84% | 3,502,569 | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 0.25% | 0.58% | 104,968 | 275 | 0.26% | 31,054,705 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.45% | 0.54% | 193,561 | -31,433 | -13.97% | 57,265,022 | Jun 30, 2024 |
The largest Morningstar shareholder by % of total assets is PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC. The company owns 98.77K shares of Morningstar (MORN), representing 5.56% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.76% | 0.01% | 324,445 | 324,445 | 100.00% | 95,987,053 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.75% | 0.04% | 320,186 | 194,122 | 153.99% | 94,727,028 | Jun 30, 2024 |
| AMUNDI | 0.45% | 0.02% | 192,015 | 192,000 | 1280000.00% | 57,875,241 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.41% | 0.02% | 2,738,173 | 157,460 | 6.10% | 810,088,482 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.21% | 0.05% | 945,354 | 155,313 | 19.66% | 279,682,981 | Jun 30, 2024 |
| BLACKROCK INC. | 5.94% | 0.02% | 2,536,665 | 89,443 | 3.65% | 750,472,377 | Jun 30, 2024 |
| MORGAN STANLEY | 4.73% | 0.05% | 2,020,233 | 83,254 | 4.30% | 597,686,724 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.43% | 0.97% | 610,925 | 48,826 | 8.69% | 180,742,161 | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | 0.09% | 0.24% | 38,203 | 38,203 | 100.00% | 11,302,358 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.08% | 0.05% | 33,313 | 33,313 | 100.00% | 9,855,651 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.07% | 0.02% | 31,658 | 31,658 | 100.00% | 9,366,019 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.19% | 0.01% | 82,474 | 31,490 | 61.76% | 24,399,932 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.10% | 0.00% | 42,189 | 28,894 | 217.33% | 12,631,808 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.14% | 0.01% | 486,974 | 27,589 | 6.01% | 144,730,571 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.46% | 0.01% | 194,286 | 22,818 | 13.31% | 57,479,514,000 | Jun 30, 2024 |
| DF DENT & CO INC | 0.13% | 0.21% | 54,783 | 7,614 | 16.14% | 16,207,592 | Jun 30, 2024 |
| CONGRESS ASSET MANAGEMENT CO /MA | 0.08% | 0.08% | 35,616 | 6,229 | 21.20% | 10,537,092 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.01% | 0.04% | 5,700 | 5,700 | 100.00% | 1,573,450 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.02% | 0.03% | 7,731 | 4,848 | 168.16% | 2,287,216 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.57% | 0.10% | 1,099,502 | 4,822 | 0.44% | 325,287,667 | Jun 30, 2024 |
As of Jun 30 2024, Morningstar's largest institutional buyer is NORGES BANK. The company purchased 324.44K stocks of MORN, valued at $95.99M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.58% | 0.04% | 1,526,590 | -172,561 | -10.16% | 451,641,606 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 5.70% | 2.83% | 2,434,338 | -160,556 | -6.19% | 720,198,897 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.64% | 0.82% | 1,129,104 | -97,716 | -7.96% | 334,045,706 | Jun 30, 2024 |
| FMR LLC | 0.85% | 0.01% | 361,257 | -86,232 | -19.27% | 106,877,751 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.26% | 0.02% | 109,940 | -77,691 | -41.41% | 32,526,024,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.40% | 0.01% | 170,596 | -43,157 | -20.19% | 50,470,827 | Jun 30, 2024 |
| PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | 0.23% | 5.56% | 98,766 | -41,426 | -29.55% | 29,219,921 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -34,693 | -100.00% | - | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.45% | 0.54% | 193,561 | -31,433 | -13.97% | 57,265,022 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.77% | 0.02% | 327,902 | -31,249 | -8.70% | 97,009,746 | Jun 30, 2024 |
| PARNASSUS INVESTMENTS, LLC | 0.17% | 0.05% | 71,034 | -23,694 | -25.01% | 21,015,409 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 1,606 | -23,597 | -93.63% | 475,028 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.01% | 0.01% | 6,000 | -23,413 | -79.60% | 1,775,100 | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 13,812 | -21,181 | -60.53% | 4,086,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.57% | 0.01% | 244,017 | -19,195 | -7.29% | 72,192,429 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.06% | 0.01% | 24,935 | -16,632 | -40.01% | 7,377,020 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.17% | 0.01% | 71,924 | -15,952 | -18.15% | 21,278,716 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.03% | 0.01% | 14,108 | -14,121 | -50.02% | 4,200,091 | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -14,000 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.21% | 0.01% | 89,828 | -12,226 | -11.98% | 26,575,519 | Jun 30, 2024 |
As of Jun 30 2024, Morningstar's biggest institutional seller is BANK OF AMERICA CORP /DE/. The company sold -0.17M shares of MORN, valued at $451.64M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.76% | 0.01% | 324,445 | 324,445 | 100.00% | 95,987,053 | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | 0.09% | 0.24% | 38,203 | 38,203 | 100.00% | 11,302,358 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.08% | 0.05% | 33,313 | 33,313 | 100.00% | 9,855,651 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.07% | 0.02% | 31,658 | 31,658 | 100.00% | 9,366,019 | Jun 30, 2024 |
| OFI INVEST ASSET MANAGEMENT | 0.01% | 0.04% | 5,700 | 5,700 | 100.00% | 1,573,450 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 4,200 | 4,200 | 100.00% | 1,242,570 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.01% | 0.03% | 2,550 | 2,550 | 100.00% | 754,474 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.01% | 0.00% | 2,410 | 2,410 | 100.00% | 713,000 | Jun 30, 2024 |
| 0.00% | 0.08% | 2,102 | 2,102 | 100.00% | 633,061 | Jun 30, 2024 | |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.09% | 1,681 | 1,681 | 100.00% | 497,324 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.00% | 1,500 | 1,500 | 100.00% | 443,775 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 1,428 | 1,428 | 100.00% | 422,474 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 1,320 | 1,320 | 100.00% | 390,522 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 1,300 | 1,300 | 100.00% | 384,605 | Jun 30, 2024 |
| MECHANICS BANK TRUST DEPARTMENT | 0.00% | 0.04% | 1,047 | 1,047 | 100.00% | 309,754 | Jun 30, 2024 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 0.00% | 0.23% | 1,008 | 1,008 | 100.00% | 298,217 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.03% | 922 | 922 | 100.00% | 272,774 | Jun 30, 2024 |
| OPPENHEIMER & CO INC | 0.00% | 0.00% | 906 | 906 | 100.00% | 268,040 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.00% | 0.03% | 854 | 854 | 100.00% | 252,656 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.00% | 0.01% | 834 | 834 | 100.00% | 246,764 | Jun 30, 2024 |
| QRG CAPITAL MANAGEMENT, INC. | 0.00% | 0.00% | 775 | 775 | 100.00% | 229,284 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 775 | 775 | 100.00% | 229,284 | Jun 30, 2024 |
| VESTMARK ADVISORY SOLUTIONS, INC. | 0.00% | 0.01% | 771 | 771 | 100.00% | 228,100 | Jun 30, 2024 |
| STONEGATE INVESTMENT GROUP, LLC | 0.00% | 0.01% | 764 | 764 | 100.00% | 226,029 | Jun 30, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 0.00% | 759 | 759 | 100.00% | 224,550 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 0.00% | 0.00% | 705 | 705 | 100.00% | 208,577 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.02% | 350 | 350 | 100.00% | 103,548 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 227 | 227 | 100.00% | 66,786 | Jun 30, 2024 |
| DT INVESTMENT PARTNERS, LLC | 0.00% | 0.00% | 120 | 120 | 100.00% | 35,502 | Jun 30, 2024 |
| CREWE ADVISORS LLC | 0.00% | 0.00% | 117 | 117 | 100.00% | 34,615 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.02% | 79 | 79 | 100.00% | 23,372 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 72 | 72 | 100.00% | 21,302 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 57 | 57 | 100.00% | 16,863 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 53 | 53 | 100.00% | 15,681 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | 0.00% | 0.00% | 36 | 36 | 100.00% | 10,651 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 7,396 | Jun 30, 2024 |
| MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 0.00% | 0.00% | 24 | 24 | 100.00% | 7,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 23 | 23 | 100.00% | 6,766 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 13 | 13 | 100.00% | 3,846 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | 4 | 4 | 100.00% | 1,290 | Jun 30, 2024 |
Morningstar's largest new institutional shareholder by number of shares is NORGES BANK, purchased 324.44K shares, valued at $95.99M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -34,693 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | - | - | - | -14,000 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -6,800 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -6,386 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -4,120 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -3,283 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,800 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -2,311 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -2,247 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -2,180 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -2,028 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -1,952 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -1,944 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -1,836 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -1,771 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -1,316 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -1,174 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -872 | -100.00% | - | Jun 30, 2024 |
| GLENVIEW TRUST CO | - | - | - | -696 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY PARTNERS, LLC | - | - | - | -677 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA ASSET MANAGEMENT CO LTD. | - | - | - | -667 | -100.00% | - | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | - | - | - | -651 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -328 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| FIRST PREMIER BANK | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Morningstar's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -34.69K shares, valued at -, as of undefined.
Morningstar Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 0.32% | -6,080 | - | - | Mar 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.32% | 2,123 | - | - | Mar 31, 2021 |
| MFS SERIES TRUST IV | 0.21% | 734,555 | 70,988 | 10.70% | Feb 29, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.15% | 1,081,000 | -14,000 | -1.28% | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.13% | 1,434,185 | - | - | Mar 31, 2024 |
| VIRTUS EQUITY TRUST | 0.10% | 814,690 | - | - | Mar 28, 2024 |
| Copeland Trust | 0.10% | 5,550 | 1,791 | 47.65% | Feb 29, 2024 |
| CRM Mutual Fund Trust | 0.08% | 41,466 | -5,177 | -11.10% | Mar 31, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.08% | 25,975 | - | - | Dec 31, 2023 |
| PARNASSUS FUNDS | 0.06% | 94,728 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.05% | 212,959 | 1,795 | 0.85% | Mar 28, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.04% | 13,954 | - | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.04% | 350,847 | 29,877 | 9.31% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.04% | 16,106 | -999 | -5.84% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 17,442 | - | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 0.03% | 360,155 | -18,249 | -4.82% | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 185,911 | -3,911 | -2.06% | Mar 31, 2024 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.03% | 5,090 | -268 | -5.00% | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.03% | 323,934 | 4,780 | 1.50% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.03% | 21,056 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.03% | 4,502 | 273 | 6.46% | Mar 31, 2022 |
| Transparent Value Trust | 0.02% | 377 | - | - | Dec 31, 2023 |
| Voya VARIABLE PRODUCTS TRUST | 0.02% | 6,462 | - | - | Mar 31, 2024 |
| REYNOLDS FUNDS INC | 0.02% | 200 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.02% | 9,800 | 700 | 7.69% | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.02% | 2,387 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 161,310 | - | - | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.01% | 35,900 | - | - | Mar 28, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.01% | 20,784 | - | - | Mar 28, 2024 |
| Federated Hermes Index Trust | 0.01% | 2,951 | -357 | -10.79% | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.01% | 4,694 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 53,080 | -438 | -0.82% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,320 | 17,429 | 176.21% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,275 | - | - | Mar 28, 2024 |
| TrimTabs ETF Trust | 0.01% | 4,227 | - | - | Jan 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.01% | 600 | - | - | Feb 29, 2024 |
| Northern Lights Variable Trust | 0.01% | 5,837 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,219,819 | -370,934 | -14.32% | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.01% | 100,813 | -29,225 | -22.47% | Feb 29, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 1,436 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST II | 0.00% | 52,160 | - | - | Feb 29, 2024 |
| Calvert Responsible Index Series, Inc. | 0.00% | 6,206 | - | - | Mar 31, 2024 |
| CALVERT WORLD VALUES FUND INC | 0.00% | 23,398 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 3,000 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.00% | 105 | -10 | -8.70% | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 10,378 | 155 | 1.52% | Feb 29, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.00% | 2,104 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 671 | - | - | Mar 31, 2024 |
| FORUM FUNDS | 0.00% | 6,873 | 514 | 8.08% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 19,724 | - | - | Aug 31, 2023 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 83,640 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 148,998 | 105 | 0.07% | Jan 31, 2024 |
| Nushares ETF Trust | 0.00% | 16,268 | -12,725 | -43.89% | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 13,585 | 243 | 1.82% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,751 | - | - | Mar 31, 2024 |
| JOHCM Funds Trust | 0.00% | 22,685 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.00% | 4,300 | - | - | Mar 28, 2024 |
| Advisers Investment Trust | 0.00% | 50,831 | - | - | Mar 28, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.00% | 3,661 | - | - | Mar 31, 2024 |
| FIDELITY INVESTMENT TRUST | 0.00% | 319,652 | 12 | 0.00% | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 32,934 | - | - | Mar 31, 2024 |
| Advisors Preferred Trust | 0.00% | 9,336 | - | - | Mar 31, 2024 |
| CALVERT VARIABLE SERIES INC | 0.00% | 2,409 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 254,369 | 7,999 | 3.25% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 5,850 | -260 | -4.26% | Mar 31, 2020 |
| FIRST TRUST SERIES FUND | 0.00% | 3,060 | -500 | -14.04% | Jan 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 3,640 | 1,464 | 67.28% | Mar 28, 2024 |
| Goldman Sachs ETF Trust II | 0.00% | 885 | 3 | 0.34% | Feb 29, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 4,700 | - | - | Jan 31, 2024 |
| HARTFORD SERIES FUND INC | 0.00% | 31,963 | 26,554 | 490.92% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 530 | 530 | - | Sep 30, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 5,600 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST VII | 0.00% | 108 | 6 | 5.88% | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 1,100 | -39 | -3.42% | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 3,057 | -188 | -5.79% | Mar 31, 2024 |
| Voya PARTNERS INC | 0.00% | 52,700 | - | - | Mar 31, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 180 | - | - | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 18,492 | 356 | 1.96% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 13 | - | - | Dec 31, 2023 |
| SCHWAB CAPITAL TRUST | 0.00% | 23,491 | 970 | 4.31% | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 50,732 | - | - | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 6,538 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 15,947 | -1,240 | -7.21% | Mar 31, 2024 |
| BARON SELECT FUNDS | 0.00% | 5,166 | 66 | 1.29% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.00% | 25,561 | - | - | Jan 31, 2024 |
| COMMERCE FUNDS | 0.00% | 9,015 | -680 | -7.01% | Jan 31, 2024 |
| ETF Managers Trust | 0.00% | 3,263 | -146 | -4.28% | Dec 31, 2023 |
| CARILLON SERIES TRUST | 0.00% | 23,481 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 2,294 | 901 | 64.68% | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 44,536 | 25,956 | 139.70% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 8,872 | 103 | 1.17% | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.00% | 7,488 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 15,126 | -250 | -1.63% | Mar 31, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 164,375 | 3,857 | 2.40% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 10,869 | -383 | -3.40% | Mar 31, 2024 |
| AMG Funds I | 0.00% | 676 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 45,596 | 4,258 | 10.30% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 5,343 | -1,010 | -15.90% | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 5,548 | -29 | -0.52% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 414 | 378 | 1050.00% | Mar 31, 2024 |
Morningstar's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -6.08K shares, compromising 0.32% of its total assets.
Morningstar Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 381 | -1.55% |
| 31 Mar, 24 | 387 | 8.40% |
| 31 Dec, 23 | 357 | 7.53% |
| 30 Sep, 23 | 332 | 11.04% |
| 30 Jun, 23 | 299 | -2.29% |
| 31 Mar, 23 | 306 | -4.67% |
| 31 Dec, 22 | 321 | 1.90% |
| 30 Sep, 22 | 315 | -2.48% |
| 30 Jun, 22 | 323 | -4.44% |
| 31 Mar, 22 | 338 | -2.87% |
| 31 Dec, 21 | 348 | 7.74% |
| 30 Sep, 21 | 323 | 8.03% |
| 30 Jun, 21 | 299 | -3.86% |
| 31 Mar, 21 | 311 | 2.98% |
| 31 Dec, 20 | 302 | 12.27% |
| 30 Sep, 20 | 269 | 5.91% |
| 30 Jun, 20 | 254 | 11.89% |
| 31 Mar, 20 | 227 | -5.42% |
| 31 Dec, 19 | 240 | -3.61% |
| 30 Sep, 19 | 249 | 5.06% |
| 30 Jun, 19 | 237 | -1.66% |
| 31 Mar, 19 | 241 | 4.78% |
| 31 Dec, 18 | 230 | -3.77% |
| 30 Sep, 18 | 239 | 17.73% |
| 30 Jun, 18 | 203 | 13.41% |
| 31 Mar, 18 | 179 | -2.72% |
| 31 Dec, 17 | 184 | 17.95% |
| 30 Sep, 17 | 156 | 4.70% |
| 30 Jun, 17 | 149 | -12.35% |
| 31 Mar, 17 | 170 | -1.73% |
| 31 Dec, 16 | 173 | 0.58% |
| 30 Sep, 16 | 172 | -2.27% |
| 30 Jun, 16 | 176 | -1.12% |
| 31 Mar, 16 | 178 | - |
| 31 Dec, 15 | 178 | 12.66% |
| 30 Sep, 15 | 158 | 14.49% |
| 30 Jun, 15 | 138 | -2.82% |
| 31 Mar, 15 | 142 | -5.96% |
| 31 Dec, 14 | 151 | 10.22% |
| 30 Sep, 14 | 137 | -3.52% |
| 30 Jun, 14 | 142 | -6.58% |
| 31 Mar, 14 | 152 | -7.88% |
| 31 Dec, 13 | 165 | 17.86% |
| 30 Sep, 13 | 140 | 2.94% |
| 30 Jun, 13 | 136 | 161.54% |
| 31 Mar, 13 | 52 | 8.33% |
| 31 Dec, 12 | 48 | 4.35% |
| 30 Sep, 12 | 46 | -13.21% |
| 30 Jun, 12 | 53 | 6.00% |
| 31 Mar, 12 | 50 | 8.70% |
| 31 Dec, 11 | 46 | -4.17% |
| 30 Sep, 11 | 48 | 4.35% |
| 30 Jun, 11 | 46 | 24.32% |
| 31 Mar, 11 | 37 | 15.63% |
| 31 Dec, 10 | 32 | -5.88% |
| 30 Sep, 10 | 34 | -24.44% |
| 30 Jun, 10 | 45 | -6.25% |
| 31 Mar, 10 | 48 | - |
| 31 Dec, 09 | 48 | 23.08% |
| 30 Sep, 09 | 39 | 14.71% |
| 30 Jun, 09 | 34 | 9.68% |
| 31 Mar, 09 | 31 | -6.06% |
| 31 Dec, 08 | 33 | -19.51% |
| 30 Sep, 08 | 41 | -2.38% |
| 30 Jun, 08 | 42 | -2.33% |
| 31 Mar, 08 | 43 | - |
| 31 Dec, 07 | 43 | 26.47% |
| 30 Sep, 07 | 34 | 13.33% |
| 30 Jun, 07 | 30 | 15.38% |
| 31 Mar, 07 | 26 | 8.33% |
| 31 Dec, 06 | 24 | 33.33% |
| 30 Sep, 06 | 18 | 5.88% |
| 30 Jun, 06 | 17 | 54.55% |
| 31 Mar, 06 | 11 | -8.33% |
| 31 Dec, 05 | 12 | 20.00% |
| 30 Sep, 05 | 10 | - |
| 30 Jun, 05 | 10 | - |
As of 30 Jun 24, 381 institutions are holding Morningstar's shares, representing a decrease of -1.55% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 25,738,123 | 1.37% |
| 31 Mar, 24 | 25,391,125 | 1.01% |
| 31 Dec, 23 | 25,137,229 | -3.85% |
| 30 Sep, 23 | 26,144,019 | 7.02% |
| 30 Jun, 23 | 24,428,303 | 2.42% |
| 31 Mar, 23 | 23,851,347 | 0.65% |
| 31 Dec, 22 | 23,698,151 | 0.88% |
| 30 Sep, 22 | 23,490,986 | 0.21% |
| 30 Jun, 22 | 23,442,611 | -0.28% |
| 31 Mar, 22 | 23,509,604 | 1.46% |
| 31 Dec, 21 | 23,171,411 | 2.93% |
| 30 Sep, 21 | 22,511,035 | 2.97% |
| 30 Jun, 21 | 21,861,105 | 1.89% |
| 31 Mar, 21 | 21,456,123 | 1.25% |
| 31 Dec, 20 | 21,191,285 | 3.08% |
| 30 Sep, 20 | 20,557,963 | -1.63% |
| 30 Jun, 20 | 20,897,705 | 3.07% |
| 31 Mar, 20 | 20,275,571 | 1.06% |
| 31 Dec, 19 | 20,063,431 | 1.87% |
| 30 Sep, 19 | 19,695,511 | 1.67% |
| 30 Jun, 19 | 19,372,609 | 4.48% |
| 31 Mar, 19 | 18,542,005 | 2.51% |
| 31 Dec, 18 | 18,087,466 | 2.89% |
| 30 Sep, 18 | 17,579,067 | 2.35% |
| 30 Jun, 18 | 17,175,300 | 3.95% |
| 31 Mar, 18 | 16,522,675 | -4.52% |
| 31 Dec, 17 | 17,304,625 | 3.81% |
| 30 Sep, 17 | 16,668,810 | 0.48% |
| 30 Jun, 17 | 16,588,611 | -0.96% |
| 31 Mar, 17 | 16,749,805 | 0.90% |
| 31 Dec, 16 | 16,601,103 | 0.05% |
| 30 Sep, 16 | 16,592,017 | 1.80% |
| 30 Jun, 16 | 16,298,200 | -2.37% |
| 31 Mar, 16 | 16,694,285 | -1.48% |
| 31 Dec, 15 | 16,944,786 | -4.53% |
| 30 Sep, 15 | 17,748,267 | -0.52% |
| 30 Jun, 15 | 17,840,291 | -0.65% |
| 31 Mar, 15 | 17,956,689 | 0.13% |
| 31 Dec, 14 | 17,933,230 | 4.89% |
| 30 Sep, 14 | 17,097,650 | -5.31% |
| 30 Jun, 14 | 18,056,848 | -1.24% |
| 31 Mar, 14 | 18,282,653 | -1.31% |
| 31 Dec, 13 | 18,525,905 | -7.44% |
| 30 Sep, 13 | 20,015,012 | -0.77% |
| 30 Jun, 13 | 20,170,665 | 171.61% |
| 31 Mar, 13 | 7,426,288 | 22.79% |
| 31 Dec, 12 | 6,048,150 | -27.12% |
| 30 Sep, 12 | 8,298,316 | -24.85% |
| 30 Jun, 12 | 11,041,641 | -5.78% |
| 31 Mar, 12 | 11,719,004 | -0.04% |
| 31 Dec, 11 | 11,724,271 | -4.17% |
| 30 Sep, 11 | 12,233,917 | -9.71% |
| 30 Jun, 11 | 13,548,968 | -77.41% |
| 31 Mar, 11 | 59,974,227 | 569.75% |
| 31 Dec, 10 | 8,954,652 | -2.16% |
| 30 Sep, 10 | 9,152,348 | -0.34% |
| 30 Jun, 10 | 9,183,202 | 45.02% |
| 31 Mar, 10 | 6,332,183 | 42.95% |
| 31 Dec, 09 | 4,429,552 | -6.76% |
| 30 Sep, 09 | 4,750,837 | 28.44% |
| 30 Jun, 09 | 3,698,830 | 36.39% |
| 31 Mar, 09 | 2,712,034 | -10.60% |
| 31 Dec, 08 | 3,033,697 | -29.20% |
| 30 Sep, 08 | 4,284,969 | 21.72% |
| 30 Jun, 08 | 3,520,477 | 5.26% |
| 31 Mar, 08 | 3,344,656 | -34.73% |
| 31 Dec, 07 | 5,123,969 | 48.39% |
| 30 Sep, 07 | 3,453,056 | -7.93% |
| 30 Jun, 07 | 3,750,625 | -5.63% |
| 31 Mar, 07 | 3,974,187 | 75.70% |
| 31 Dec, 06 | 2,261,886 | 45.12% |
| 30 Sep, 06 | 1,558,609 | -33.69% |
| 30 Jun, 06 | 2,350,477 | 119.82% |
| 31 Mar, 06 | 1,069,281 | -49.53% |
| 31 Dec, 05 | 2,118,745 | 21.91% |
| 30 Sep, 05 | 1,737,906 | 23.56% |
| 30 Jun, 05 | 1,406,513 | - |
Morningstar (MORN) has 25.74M shares outstanding as of 30 Jun 24, up 1.37% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 60.28% | 1.70% |
| 31 Mar, 24 | 59.46% | 1.71% |
| 31 Dec, 23 | 59.01% | 1.57% |
| 30 Sep, 23 | 61.23% | 1.86% |
| 30 Jun, 23 | 57.34% | 1.82% |
| 31 Mar, 23 | 56.12% | 1.81% |
| 31 Dec, 22 | 55.63% | 1.82% |
| 30 Sep, 22 | 55.27% | 1.83% |
| 30 Jun, 22 | 55.03% | 1.84% |
| 31 Mar, 22 | 54.67% | 1.88% |
| 31 Dec, 21 | 53.89% | 1.98% |
| 30 Sep, 21 | 52.23% | 2.02% |
| 30 Jun, 21 | 50.84% | 2.03% |
| 31 Mar, 21 | 50.01% | 2.05% |
| 31 Dec, 20 | 49.40% | 2.15% |
| 30 Sep, 20 | 47.92% | 2.02% |
| 30 Jun, 20 | 48.71% | 2.18% |
| 31 Mar, 20 | 47.26% | 2.15% |
| 31 Dec, 19 | 46.88% | 2.21% |
| 30 Sep, 19 | 46.02% | 2.24% |
| 30 Jun, 19 | 45.37% | 2.39% |
| 31 Mar, 19 | 43.53% | 2.43% |
| 31 Dec, 18 | 42.36% | 2.49% |
| 30 Sep, 18 | 41.27% | 2.54% |
| 30 Jun, 18 | 40.32% | 2.67% |
| 31 Mar, 18 | 38.88% | 2.34% |
| 31 Dec, 17 | 40.72% | 2.65% |
| 30 Sep, 17 | 39.22% | 2.62% |
| 30 Jun, 17 | 38.67% | 2.54% |
| 31 Mar, 17 | 39.04% | 2.62% |
| 31 Dec, 16 | 38.61% | 2.61% |
| 30 Sep, 16 | 38.50% | 2.68% |
| 30 Jun, 16 | 37.90% | 2.51% |
| 31 Mar, 16 | 38.82% | 2.64% |
| 31 Dec, 15 | 38.34% | 2.38% |
| 30 Sep, 15 | 40.15% | 2.48% |
| 30 Jun, 15 | 40.27% | 2.45% |
| 31 Mar, 15 | 40.53% | 2.49% |
| 31 Dec, 14 | 40.38% | 2.76% |
| 30 Sep, 14 | 38.25% | 2.33% |
| 30 Jun, 14 | 40.54% | 2.43% |
| 31 Mar, 14 | 40.81% | 2.54% |
| 31 Dec, 13 | 40.10% | 2.13% |
| 30 Sep, 13 | 43.44% | 2.30% |
| 30 Jun, 13 | 43.47% | 16.98% |
| 31 Mar, 13 | 16.00% | 9.63% |
| 31 Dec, 12 | 12.89% | 4.31% |
| 30 Sep, 12 | 17.30% | 3.43% |
| 30 Jun, 12 | 22.44% | 4.08% |
| 31 Mar, 12 | 23.47% | 4.27% |
| 31 Dec, 11 | 23.43% | 3.96% |
| 30 Sep, 11 | 24.33% | 3.34% |
| 30 Jun, 11 | 27.01% | 0.19% |
| 31 Mar, 11 | 120.43% | 36.43% |
| 31 Dec, 10 | 18.18% | 5.30% |
| 30 Sep, 10 | 18.53% | 5.33% |
| 30 Jun, 10 | 18.65% | 11.09% |
| 31 Mar, 10 | 12.97% | 15.65% |
| 31 Dec, 09 | 9.10% | 9.47% |
| 30 Sep, 09 | 9.80% | 16.47% |
| 30 Jun, 09 | 7.72% | 23.55% |
| 31 Mar, 09 | 5.72% | 13.69% |
| 31 Dec, 08 | 6.47% | 7.62% |
| 30 Sep, 08 | 9.22% | 15.68% |
| 30 Jun, 08 | 7.67% | 14.02% |
| 31 Mar, 08 | 7.40% | 5.26% |
| 31 Dec, 07 | 11.86% | 18.72% |
| 30 Sep, 07 | 7.96% | 10.39% |
| 30 Jun, 07 | 8.75% | 9.96% |
| 31 Mar, 07 | 9.37% | 31.06% |
| 31 Dec, 06 | 5.49% | 38.85% |
| 30 Sep, 06 | 3.76% | 11.40% |
| 30 Jun, 06 | 5.74% | 81.81% |
| 31 Mar, 06 | 2.65% | 9.16% |
| 31 Dec, 05 | 5.38% | 28.38% |
| 30 Sep, 05 | 4.35% | 33.58% |
| 30 Jun, 05 | 3.60% | - |
As of 30 Jun 24, Morningstar is held by 60.28% institutional shareholders, representing a 1.70% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 173 | -10.82% |
| 31 Mar, 24 | 194 | 20.50% |
| 31 Dec, 23 | 161 | -6.40% |
| 30 Sep, 23 | 172 | 17.01% |
| 30 Jun, 23 | 147 | 3.52% |
| 31 Mar, 23 | 142 | -7.19% |
| 31 Dec, 22 | 153 | 10.87% |
| 30 Sep, 22 | 138 | 2.99% |
| 30 Jun, 22 | 134 | -18.29% |
| 31 Mar, 22 | 164 | 2.50% |
| 31 Dec, 21 | 160 | 15.11% |
| 30 Sep, 21 | 139 | -2.80% |
| 30 Jun, 21 | 143 | -2.05% |
| 31 Mar, 21 | 146 | 9.77% |
| 31 Dec, 20 | 133 | -8.28% |
| 30 Sep, 20 | 145 | 5.07% |
| 30 Jun, 20 | 138 | 21.05% |
| 31 Mar, 20 | 114 | 2.70% |
| 31 Dec, 19 | 111 | -11.90% |
| 30 Sep, 19 | 126 | 17.76% |
| 30 Jun, 19 | 107 | -12.30% |
| 31 Mar, 19 | 122 | 23.23% |
| 31 Dec, 18 | 99 | -17.50% |
| 30 Sep, 18 | 120 | 29.03% |
| 30 Jun, 18 | 93 | 4.49% |
| 31 Mar, 18 | 89 | -7.29% |
| 31 Dec, 17 | 96 | 39.13% |
| 30 Sep, 17 | 69 | -6.76% |
| 30 Jun, 17 | 74 | -6.33% |
| 31 Mar, 17 | 79 | -8.14% |
| 31 Dec, 16 | 86 | 4.88% |
| 30 Sep, 16 | 82 | -1.20% |
| 30 Jun, 16 | 83 | -10.75% |
| 31 Mar, 16 | 93 | -7.92% |
| 31 Dec, 15 | 101 | 17.44% |
| 30 Sep, 15 | 86 | 38.71% |
| 30 Jun, 15 | 62 | -10.14% |
| 31 Mar, 15 | 69 | -2.82% |
| 31 Dec, 14 | 71 | 31.48% |
| 30 Sep, 14 | 54 | 17.39% |
| 30 Jun, 14 | 46 | -32.35% |
| 31 Mar, 14 | 68 | -26.88% |
| 31 Dec, 13 | 93 | 40.91% |
| 30 Sep, 13 | 66 | -35.92% |
| 30 Jun, 13 | 103 | 243.33% |
| 31 Mar, 13 | 30 | 11.11% |
| 31 Dec, 12 | 27 | 8.00% |
| 30 Sep, 12 | 25 | - |
| 30 Jun, 12 | 25 | -10.71% |
| 31 Mar, 12 | 28 | 7.69% |
| 31 Dec, 11 | 26 | 8.33% |
| 30 Sep, 11 | 24 | -17.24% |
| 30 Jun, 11 | 29 | 26.09% |
| 31 Mar, 11 | 23 | 27.78% |
| 31 Dec, 10 | 18 | -10.00% |
| 30 Sep, 10 | 20 | -41.18% |
| 30 Jun, 10 | 34 | 30.77% |
| 31 Mar, 10 | 26 | - |
| 31 Dec, 09 | 26 | 8.33% |
| 30 Sep, 09 | 24 | -14.29% |
| 30 Jun, 09 | 28 | 55.56% |
| 31 Mar, 09 | 18 | -10.00% |
| 31 Dec, 08 | 20 | -9.09% |
| 30 Sep, 08 | 22 | -8.33% |
| 30 Jun, 08 | 24 | 4.35% |
| 31 Mar, 08 | 23 | -14.81% |
| 31 Dec, 07 | 27 | 58.82% |
| 30 Sep, 07 | 17 | -15.00% |
| 30 Jun, 07 | 20 | -4.76% |
| 31 Mar, 07 | 21 | 23.53% |
| 31 Dec, 06 | 17 | 30.77% |
| 30 Sep, 06 | 13 | -18.75% |
| 30 Jun, 06 | 16 | 166.67% |
| 31 Mar, 06 | 6 | -40.00% |
| 31 Dec, 05 | 10 | 25.00% |
| 30 Sep, 05 | 8 | -20.00% |
| 30 Jun, 05 | 10 | - |
173 institutional shareholders have increased their position in MORN stock as of 30 Jun 24 compared to 194 in the previous quarter (a -10.82% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 140 | 23.89% |
| 31 Mar, 24 | 113 | -14.39% |
| 31 Dec, 23 | 132 | 40.43% |
| 30 Sep, 23 | 94 | 4.44% |
| 30 Jun, 23 | 90 | -13.46% |
| 31 Mar, 23 | 104 | -4.59% |
| 31 Dec, 22 | 109 | -6.03% |
| 30 Sep, 22 | 116 | -7.94% |
| 30 Jun, 22 | 126 | 15.60% |
| 31 Mar, 22 | 109 | -14.84% |
| 31 Dec, 21 | 128 | 13.27% |
| 30 Sep, 21 | 113 | 26.97% |
| 30 Jun, 21 | 89 | -15.24% |
| 31 Mar, 21 | 105 | -8.70% |
| 31 Dec, 20 | 115 | 57.53% |
| 30 Sep, 20 | 73 | -12.05% |
| 30 Jun, 20 | 83 | 6.41% |
| 31 Mar, 20 | 78 | -8.24% |
| 31 Dec, 19 | 85 | 25.00% |
| 30 Sep, 19 | 68 | -22.73% |
| 30 Jun, 19 | 88 | 11.39% |
| 31 Mar, 19 | 79 | -8.14% |
| 31 Dec, 18 | 86 | 11.69% |
| 30 Sep, 18 | 77 | - |
| 30 Jun, 18 | 77 | 42.59% |
| 31 Mar, 18 | 54 | 5.88% |
| 31 Dec, 17 | 51 | 2.00% |
| 30 Sep, 17 | 50 | 16.28% |
| 30 Jun, 17 | 43 | -27.12% |
| 31 Mar, 17 | 59 | 7.27% |
| 31 Dec, 16 | 55 | -1.79% |
| 30 Sep, 16 | 56 | -11.11% |
| 30 Jun, 16 | 63 | 5.00% |
| 31 Mar, 16 | 60 | 42.86% |
| 31 Dec, 15 | 42 | -2.33% |
| 30 Sep, 15 | 43 | -15.69% |
| 30 Jun, 15 | 51 | - |
| 31 Mar, 15 | 51 | - |
| 31 Dec, 14 | 51 | -17.74% |
| 30 Sep, 14 | 62 | -8.82% |
| 30 Jun, 14 | 68 | 30.77% |
| 31 Mar, 14 | 52 | 8.33% |
| 31 Dec, 13 | 48 | -4.00% |
| 30 Sep, 13 | 50 | 117.39% |
| 30 Jun, 13 | 23 | 53.33% |
| 31 Mar, 13 | 15 | - |
| 31 Dec, 12 | 15 | 7.14% |
| 30 Sep, 12 | 14 | -26.32% |
| 30 Jun, 12 | 19 | 72.73% |
| 31 Mar, 12 | 11 | 10.00% |
| 31 Dec, 11 | 10 | -28.57% |
| 30 Sep, 11 | 14 | 100.00% |
| 30 Jun, 11 | 7 | - |
| 31 Mar, 11 | 7 | -22.22% |
| 31 Dec, 10 | 9 | -10.00% |
| 30 Sep, 10 | 10 | 100.00% |
| 30 Jun, 10 | 5 | -54.55% |
| 31 Mar, 10 | 11 | -21.43% |
| 31 Dec, 09 | 14 | 55.56% |
| 30 Sep, 09 | 9 | 200.00% |
| 30 Jun, 09 | 3 | -70.00% |
| 31 Mar, 09 | 10 | -9.09% |
| 31 Dec, 08 | 11 | -26.67% |
| 30 Sep, 08 | 15 | 25.00% |
| 30 Jun, 08 | 12 | -7.69% |
| 31 Mar, 08 | 13 | 30.00% |
| 31 Dec, 07 | 10 | -9.09% |
| 30 Sep, 07 | 11 | 37.50% |
| 30 Jun, 07 | 8 | 166.67% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | -25.00% |
| 30 Sep, 06 | 4 | 300.00% |
| 30 Jun, 06 | 1 | -80.00% |
| 31 Mar, 06 | 5 | 400.00% |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | - | - |
140 institutional shareholders have reduced their position in MORN stock as of 30 Jun 24 compared to 113 in the previous quarter (a 23.89% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 381 | -1.55% | 25,738,123 | 1.37% | 60.28% | 1.70% | 173 | -10.82% | 140 | 23.89% |
| 31 Mar, 24 | 387 | 8.40% | 25,391,125 | 1.01% | 59.46% | 1.71% | 194 | 20.50% | 113 | -14.39% |
| 31 Dec, 23 | 357 | 7.53% | 25,137,229 | -3.85% | 59.01% | 1.57% | 161 | -6.40% | 132 | 40.43% |
| 30 Sep, 23 | 332 | 11.04% | 26,144,019 | 7.02% | 61.23% | 1.86% | 172 | 17.01% | 94 | 4.44% |
| 30 Jun, 23 | 299 | -2.29% | 24,428,303 | 2.42% | 57.34% | 1.82% | 147 | 3.52% | 90 | -13.46% |
| 31 Mar, 23 | 306 | -4.67% | 23,851,347 | 0.65% | 56.12% | 1.81% | 142 | -7.19% | 104 | -4.59% |
| 31 Dec, 22 | 321 | 1.90% | 23,698,151 | 0.88% | 55.63% | 1.82% | 153 | 10.87% | 109 | -6.03% |
| 30 Sep, 22 | 315 | -2.48% | 23,490,986 | 0.21% | 55.27% | 1.83% | 138 | 2.99% | 116 | -7.94% |
| 30 Jun, 22 | 323 | -4.44% | 23,442,611 | -0.28% | 55.03% | 1.84% | 134 | -18.29% | 126 | 15.60% |
| 31 Mar, 22 | 338 | -2.87% | 23,509,604 | 1.46% | 54.67% | 1.88% | 164 | 2.50% | 109 | -14.84% |
| 31 Dec, 21 | 348 | 7.74% | 23,171,411 | 2.93% | 53.89% | 1.98% | 160 | 15.11% | 128 | 13.27% |
| 30 Sep, 21 | 323 | 8.03% | 22,511,035 | 2.97% | 52.23% | 2.02% | 139 | -2.80% | 113 | 26.97% |
| 30 Jun, 21 | 299 | -3.86% | 21,861,105 | 1.89% | 50.84% | 2.03% | 143 | -2.05% | 89 | -15.24% |
| 31 Mar, 21 | 311 | 2.98% | 21,456,123 | 1.25% | 50.01% | 2.05% | 146 | 9.77% | 105 | -8.70% |
| 31 Dec, 20 | 302 | 12.27% | 21,191,285 | 3.08% | 49.40% | 2.15% | 133 | -8.28% | 115 | 57.53% |
| 30 Sep, 20 | 269 | 5.91% | 20,557,963 | -1.63% | 47.92% | 2.02% | 145 | 5.07% | 73 | -12.05% |
| 30 Jun, 20 | 254 | 11.89% | 20,897,705 | 3.07% | 48.71% | 2.18% | 138 | 21.05% | 83 | 6.41% |
| 31 Mar, 20 | 227 | -5.42% | 20,275,571 | 1.06% | 47.26% | 2.15% | 114 | 2.70% | 78 | -8.24% |
| 31 Dec, 19 | 240 | -3.61% | 20,063,431 | 1.87% | 46.88% | 2.21% | 111 | -11.90% | 85 | 25.00% |
| 30 Sep, 19 | 249 | 5.06% | 19,695,511 | 1.67% | 46.02% | 2.24% | 126 | 17.76% | 68 | -22.73% |
| 30 Jun, 19 | 237 | -1.66% | 19,372,609 | 4.48% | 45.37% | 2.39% | 107 | -12.30% | 88 | 11.39% |
| 31 Mar, 19 | 241 | 4.78% | 18,542,005 | 2.51% | 43.53% | 2.43% | 122 | 23.23% | 79 | -8.14% |
| 31 Dec, 18 | 230 | -3.77% | 18,087,466 | 2.89% | 42.36% | 2.49% | 99 | -17.50% | 86 | 11.69% |
| 30 Sep, 18 | 239 | 17.73% | 17,579,067 | 2.35% | 41.27% | 2.54% | 120 | 29.03% | 77 | - |
| 30 Jun, 18 | 203 | 13.41% | 17,175,300 | 3.95% | 40.32% | 2.67% | 93 | 4.49% | 77 | 42.59% |
| 31 Mar, 18 | 179 | -2.72% | 16,522,675 | -4.52% | 38.88% | 2.34% | 89 | -7.29% | 54 | 5.88% |
| 31 Dec, 17 | 184 | 17.95% | 17,304,625 | 3.81% | 40.72% | 2.65% | 96 | 39.13% | 51 | 2.00% |
| 30 Sep, 17 | 156 | 4.70% | 16,668,810 | 0.48% | 39.22% | 2.62% | 69 | -6.76% | 50 | 16.28% |
| 30 Jun, 17 | 149 | -12.35% | 16,588,611 | -0.96% | 38.67% | 2.54% | 74 | -6.33% | 43 | -27.12% |
| 31 Mar, 17 | 170 | -1.73% | 16,749,805 | 0.90% | 39.04% | 2.62% | 79 | -8.14% | 59 | 7.27% |
| 31 Dec, 16 | 173 | 0.58% | 16,601,103 | 0.05% | 38.61% | 2.61% | 86 | 4.88% | 55 | -1.79% |
| 30 Sep, 16 | 172 | -2.27% | 16,592,017 | 1.80% | 38.50% | 2.68% | 82 | -1.20% | 56 | -11.11% |
| 30 Jun, 16 | 176 | -1.12% | 16,298,200 | -2.37% | 37.90% | 2.51% | 83 | -10.75% | 63 | 5.00% |
| 31 Mar, 16 | 178 | - | 16,694,285 | -1.48% | 38.82% | 2.64% | 93 | -7.92% | 60 | 42.86% |
| 31 Dec, 15 | 178 | 12.66% | 16,944,786 | -4.53% | 38.34% | 2.38% | 101 | 17.44% | 42 | -2.33% |
| 30 Sep, 15 | 158 | 14.49% | 17,748,267 | -0.52% | 40.15% | 2.48% | 86 | 38.71% | 43 | -15.69% |
| 30 Jun, 15 | 138 | -2.82% | 17,840,291 | -0.65% | 40.27% | 2.45% | 62 | -10.14% | 51 | - |
| 31 Mar, 15 | 142 | -5.96% | 17,956,689 | 0.13% | 40.53% | 2.49% | 69 | -2.82% | 51 | - |
| 31 Dec, 14 | 151 | 10.22% | 17,933,230 | 4.89% | 40.38% | 2.76% | 71 | 31.48% | 51 | -17.74% |
| 30 Sep, 14 | 137 | -3.52% | 17,097,650 | -5.31% | 38.25% | 2.33% | 54 | 17.39% | 62 | -8.82% |
| 30 Jun, 14 | 142 | -6.58% | 18,056,848 | -1.24% | 40.54% | 2.43% | 46 | -32.35% | 68 | 30.77% |
| 31 Mar, 14 | 152 | -7.88% | 18,282,653 | -1.31% | 40.81% | 2.54% | 68 | -26.88% | 52 | 8.33% |
| 31 Dec, 13 | 165 | 17.86% | 18,525,905 | -7.44% | 40.10% | 2.13% | 93 | 40.91% | 48 | -4.00% |
| 30 Sep, 13 | 140 | 2.94% | 20,015,012 | -0.77% | 43.44% | 2.30% | 66 | -35.92% | 50 | 117.39% |
| 30 Jun, 13 | 136 | 161.54% | 20,170,665 | 171.61% | 43.47% | 16.98% | 103 | 243.33% | 23 | 53.33% |
| 31 Mar, 13 | 52 | 8.33% | 7,426,288 | 22.79% | 16.00% | 9.63% | 30 | 11.11% | 15 | - |
| 31 Dec, 12 | 48 | 4.35% | 6,048,150 | -27.12% | 12.89% | 4.31% | 27 | 8.00% | 15 | 7.14% |
| 30 Sep, 12 | 46 | -13.21% | 8,298,316 | -24.85% | 17.30% | 3.43% | 25 | - | 14 | -26.32% |
| 30 Jun, 12 | 53 | 6.00% | 11,041,641 | -5.78% | 22.44% | 4.08% | 25 | -10.71% | 19 | 72.73% |
| 31 Mar, 12 | 50 | 8.70% | 11,719,004 | -0.04% | 23.47% | 4.27% | 28 | 7.69% | 11 | 10.00% |
| 31 Dec, 11 | 46 | -4.17% | 11,724,271 | -4.17% | 23.43% | 3.96% | 26 | 8.33% | 10 | -28.57% |
| 30 Sep, 11 | 48 | 4.35% | 12,233,917 | -9.71% | 24.33% | 3.34% | 24 | -17.24% | 14 | 100.00% |
| 30 Jun, 11 | 46 | 24.32% | 13,548,968 | -77.41% | 27.01% | 0.19% | 29 | 26.09% | 7 | - |
| 31 Mar, 11 | 37 | 15.63% | 59,974,227 | 569.75% | 120.43% | 36.43% | 23 | 27.78% | 7 | -22.22% |
| 31 Dec, 10 | 32 | -5.88% | 8,954,652 | -2.16% | 18.18% | 5.30% | 18 | -10.00% | 9 | -10.00% |
| 30 Sep, 10 | 34 | -24.44% | 9,152,348 | -0.34% | 18.53% | 5.33% | 20 | -41.18% | 10 | 100.00% |
| 30 Jun, 10 | 45 | -6.25% | 9,183,202 | 45.02% | 18.65% | 11.09% | 34 | 30.77% | 5 | -54.55% |
| 31 Mar, 10 | 48 | - | 6,332,183 | 42.95% | 12.97% | 15.65% | 26 | - | 11 | -21.43% |
| 31 Dec, 09 | 48 | 23.08% | 4,429,552 | -6.76% | 9.10% | 9.47% | 26 | 8.33% | 14 | 55.56% |
| 30 Sep, 09 | 39 | 14.71% | 4,750,837 | 28.44% | 9.80% | 16.47% | 24 | -14.29% | 9 | 200.00% |
| 30 Jun, 09 | 34 | 9.68% | 3,698,830 | 36.39% | 7.72% | 23.55% | 28 | 55.56% | 3 | -70.00% |
| 31 Mar, 09 | 31 | -6.06% | 2,712,034 | -10.60% | 5.72% | 13.69% | 18 | -10.00% | 10 | -9.09% |
| 31 Dec, 08 | 33 | -19.51% | 3,033,697 | -29.20% | 6.47% | 7.62% | 20 | -9.09% | 11 | -26.67% |
| 30 Sep, 08 | 41 | -2.38% | 4,284,969 | 21.72% | 9.22% | 15.68% | 22 | -8.33% | 15 | 25.00% |
| 30 Jun, 08 | 42 | -2.33% | 3,520,477 | 5.26% | 7.67% | 14.02% | 24 | 4.35% | 12 | -7.69% |
| 31 Mar, 08 | 43 | - | 3,344,656 | -34.73% | 7.40% | 5.26% | 23 | -14.81% | 13 | 30.00% |
| 31 Dec, 07 | 43 | 26.47% | 5,123,969 | 48.39% | 11.86% | 18.72% | 27 | 58.82% | 10 | -9.09% |
| 30 Sep, 07 | 34 | 13.33% | 3,453,056 | -7.93% | 7.96% | 10.39% | 17 | -15.00% | 11 | 37.50% |
| 30 Jun, 07 | 30 | 15.38% | 3,750,625 | -5.63% | 8.75% | 9.96% | 20 | -4.76% | 8 | 166.67% |
| 31 Mar, 07 | 26 | 8.33% | 3,974,187 | 75.70% | 9.37% | 31.06% | 21 | 23.53% | 3 | - |
| 31 Dec, 06 | 24 | 33.33% | 2,261,886 | 45.12% | 5.49% | 38.85% | 17 | 30.77% | 3 | -25.00% |
| 30 Sep, 06 | 18 | 5.88% | 1,558,609 | -33.69% | 3.76% | 11.40% | 13 | -18.75% | 4 | 300.00% |
| 30 Jun, 06 | 17 | 54.55% | 2,350,477 | 119.82% | 5.74% | 81.81% | 16 | 166.67% | 1 | -80.00% |
| 31 Mar, 06 | 11 | -8.33% | 1,069,281 | -49.53% | 2.65% | 9.16% | 6 | -40.00% | 5 | 400.00% |
| 31 Dec, 05 | 12 | 20.00% | 2,118,745 | 21.91% | 5.38% | 28.38% | 10 | 25.00% | 1 | - |
| 30 Sep, 05 | 10 | - | 1,737,906 | 23.56% | 4.35% | 33.58% | 8 | -20.00% | 1 | - |
| 30 Jun, 05 | 10 | - | 1,406,513 | - | 3.60% | - | 10 | - | - | - |
Morningstar Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Morningstar's stock was made by Mansueto Joseph D on Aug 15 2024, selling 489 shares at $306.82 per share (valued at $150.04K).
Morningstar Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 37 | - |
| Q2 2024 | 22 | 101 | 21.78% |
| Q1 2024 | - | 103 | - |
| Q4 2023 | 10 | 70 | 14.29% |
| Q3 2023 | - | 95 | - |
| Q2 2023 | 22 | 69 | 31.88% |
| Q1 2023 | 1 | 104 | 0.96% |
| Q4 2022 | 13 | 145 | 8.97% |
| Q3 2022 | - | 143 | - |
| Q2 2022 | 27 | 158 | 17.09% |
| Q1 2022 | - | 235 | - |
| Q4 2021 | 12 | 252 | 4.76% |
| Q3 2021 | - | 217 | - |
| Q2 2021 | 37 | 170 | 21.76% |
| Q1 2021 | 1 | 163 | 0.61% |
| Q4 2020 | 20 | 165 | 12.12% |
| Q3 2020 | 1 | 128 | 0.78% |
| Q2 2020 | 29 | 170 | 17.06% |
| Q1 2020 | - | 154 | - |
| Q4 2019 | 10 | 118 | 8.47% |
0 total buy trades, and 37 total sell trades (buy/sell ratio of 0.00%) were made by Morningstar's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 36 | - |
| Q2 2024 | - | 94 | - |
| Q1 2024 | - | 98 | - |
| Q4 2023 | - | 62 | - |
| Q3 2023 | - | 95 | - |
| Q2 2023 | - | 61 | - |
| Q1 2023 | - | 104 | - |
| Q4 2022 | - | 134 | - |
| Q3 2022 | - | 142 | - |
| Q2 2022 | - | 150 | - |
| Q1 2022 | - | 234 | - |
| Q4 2021 | - | 241 | - |
| Q3 2021 | - | 216 | - |
| Q2 2021 | - | 158 | - |
| Q1 2021 | 1 | 162 | 0.62% |
| Q4 2020 | - | 145 | - |
| Q3 2020 | - | 127 | - |
| Q2 2020 | - | 157 | - |
| Q1 2020 | - | 153 | - |
| Q4 2019 | - | 112 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 36 open market sell trades of Morningstar's stocks.
MORN Ownership FAQ
Who Owns Morningstar?
Morningstar is owned by institutional shareholders (60.28%), insiders (39.78%), and public (-0.06%). The largest institutional shareholder of Morningstar is VANGUARD GROUP INC (6.41% of total shares) and the top mutual fund owner is AGF Investments Trust (0.32% of total shares).
Who are the major institutional shareholders of Morningstar?
Morningstar's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., SELECT EQUITY GROUP, L.P., MORGAN STANLEY, and BANK OF AMERICA CORP /DE/. The top five shareholders own together 26.36% of the company's share outstanding.
How many Morningstar shareholders are there?
As of Jun 2024, there are 381 institutional shareholders of Morningstar.
What percentage of Morningstar is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 2.74M shares of Morningstar, representing 6.41% of the company's total shares outstanding, valued at $810.09M (as of Jun 2024).
What percentage of Morningstar is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.54M shares of Morningstar (MORN), compromising 5.94% of the company, valued at $750.47M.
What percentage of Morningstar is owned by SELECT EQUITY GROUP, L.P?
SELECT EQUITY GROUP, L.P is the third largest holder of Morningstar. The company owns 2.43M of the company's shares outstanding (worth $720.2M).